PracticeTek is the leading provider of retail healthcare technology solutions, delivering comprehensive EHR and practice management software across chiropractic, optometry, PT/OT/speech therapy, and dental specialties. Backed by K1 Investment Management and Waud Capital Partners, our flagship product ChiroTouch serves 12,500+ practices and 35,000+ providers. We recently launched Rheo, the first AI assistant purpose-built for chiropractors, and are rapidly expanding our AI and automation capabilities across all brands.
We are looking for a sales-focused Salesforce Administrator to own and optimize our Salesforce environment for the revenue organization. This is a high-impact role at a pivotal moment: PracticeTek recently completed a multi-brand Salesforce consolidation, and we need someone who can clean up legacy artifacts, streamline the sales experience, and lead our adoption of Salesforce Agentforce to bring AI-powered automation into our sales workflows.
• Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals
• Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process
• Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation
• Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage
• Partner with sales leadership to translate process changes into Salesforce configuration
• Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts)
• Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cycles
• Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up
• Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience
• Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity
• Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scale
• Maintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase
• Own validation rule governance - balance data quality enforcement with sales usability
• Migrate remaining Workflow Rules and Process Builders to Flow where appropriate
• Document all automation in a centralized inventory with business purpose, objects affected, and owner
• Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts)
• Ensure custom object data flows correctly from lead creation through opportunity close
• Partner with SalesOps on funnel metrics and conversion rates by brand
• Rationalize and consolidate a large number of permission sets and profiles using permission set groups
• Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams
• Ensure field-level security and sharing rules align with multi-brand data access requirements
• Manage sandbox environments for testing and deployment
Requirements
• 4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred)
• Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred
• Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scale
• Strong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it)
• Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customization
• Proven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps
• Experience with custom quote/proposal workflows
• Strong communication skills - you can translate between sales leadership requests and technical implementation
• Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features
• Platform Developer I certification or equivalent Apex/LWC knowledge
• Experience with Zuora billing integration, DocuSign other B2B SAAS Tools
• Experience with Outreach or similar sales engagement platforms and their Salesforce sync
• Background in healthcare SaaS, practice management, or EHR software
• Experience with multi-brand or multi-BU Salesforce consolidation/migration projects
• Familiarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices
Benefits
PracticeTek was established by investors and entrepreneurs who came together with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems. We are a collection of best-in-class software solutions that serve the retail healthcare market, including dental, orthodontic, chiropractic, optometry, and dermatology practices. Our solutions empower allied professionals to connect with their patients and grow their business. The result is better care, lower workloads for staff, and less overhead costs for providers — which means more resources for improving patient care.
PracticeTek invests in middle-market, retail-healthcare SaaS companies. Established by industry veterans with decades of experience at the helm of successful software enterprises, PracticeTek provides opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, while collaborating with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for all.
